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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,566 | $107,809-19.7% | $90,657-4.5% | $135,380-36.1% |
| Participation rate | 81.3% | 78.0%+3.2pp | 74.0%+7.2pp | 82.6%-1.4pp |
| Annual return | 7.66% | -0.90%+8.6pp | 1.89%+5.8pp | 519.81%-512.1pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,871 | $5,931-51.6% | $4,994-42.5% | $10,828-73.5% |